I Planned For This (8x10)
Get started on your estate planning journey by getting organized! The "I Planned For This" workbook is 100 pages of information and writing prompts to help you identify and take inventory of the things in your life that matter. Minimize the confusion and stress for future caregivers by giving the gift of all your life details written in one place.
Sections include:
- About Me
- About my Family of Origin
- About my Partner
- About the Kids (5 kids)
- My Medical Information
- My Key Contacts
- Pets
- Financial Accounts
- Digital Assets
- Password Log
- Insurance Providers
- Real & Personal Property
- Home Service Providers
- Messages to Loved Ones
- Misc.
This comprehensive organizer is foundational to getting your affairs in order. The best gift a loved one could ever ask for in the event you need a caregiver or managing your estate after you pass away.
Drafted by an estate planning attorney, this workbook includes key details that families often are left scrambling to find during the probate process or as they transition to caring for their loved one.
This book compliments the estate plan you already have or the plan you create with Wills for the People and is thin enough to keep with your estate planning portfolio or in your safe.
Complete yours and give the gift of organization to your loved ones.
Get in Touch With Us
We’re here to help you secure your legacy and protect your loved ones. Reach out today to schedule a consultation or ask any questions you may have about our services. Your future starts with a conversation.
*Please note, Whitney Knox Lee is licensed in Georgia and provides estate planning services to Georgia residents.
*No attorney/client relationship has been created by submission of this form. No legal advice will be provided unless and until a representation agreement has been signed and fees paid according to the legal fee schedule.